Valeo Financial Advisors, LLC Engine No 1 ETF Tr Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Engine No 1 ETF Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,451 shares of VOTE stock, worth $667,121. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,451
Previous 9,756 13.38%
Holding current value
$667,121
Previous $709,000 6.49%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$72.69 - $78.67 $94,860 - $102,664
-1,305 Reduced 13.38%
8,451 $663,000
Q1 2025

Apr 30, 2025
SELL
$64.6 - $72.12 $32,235 - $35,987
-499 Reduced 4.87%
9,756 $637,000
Q2 2024

Jul 10, 2024
SELL
$57.88 - $64.09 $5,382 - $5,960
-93 Reduced 0.9%
10,255 $652,000
Q1 2024

Apr 19, 2024
BUY
$54.6 - $61.25 $69,396 - $77,848
1,271 Added 14.0%
10,348 $633,000
Q4 2023

Jan 29, 2024
BUY
$47.88 - $55.73 $88,194 - $102,654
1,842 Added 25.46%
9,077 $504,000
Q1 2023

Apr 17, 2023
BUY
$43.88 - $48.38 $317,471 - $350,029
7,235 New
7,235 $344,000

Others Institutions Holding VOTE

# of Institutions
95
Shares Held
7.86M
Call Options Held
0
Put Options Held
0
View Full List

About ENGINE NO 1 ETF TR

VOTE Quotes by TradingView
  • Ticker VOTE
  • Sector ETFs
  • Industry ETFs
More about VOTE
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